AI WhatsApp chatbot for advisory and accounting firms
A chatbot for advisory firms that answers your WhatsApp: it handles repeat questions, reminds clients of deadlines and books appointments with the right adviser. Without interrupting the team.
Almost every message is the same question
Which documents are needed, when the deadline is, whether it’s been filed. A WhatsApp chatbot for accounting firms answers that instantly and leaves your team with the case files.
What an advisory firm chatbot like Orbi does
Six tasks that interrupt someone several times a day.
Answers repeat questions
Required documents, deadlines and the general status of each procedure.
Reminds clients of deadlines
Quarterly reminders so nobody misses a filing.
Books with the right adviser
Tax, employment or accounting, depending on what the client needs.
Says which documents to bring
An exact list per procedure, so nothing is missing on the day.
Answers outside office hours
Lots of enquiries come in at night or at weekends.
Passes on the specific cases
As soon as a question needs professional judgement, it goes to a person.
Your advisory firm chatbot, up and running in 5 to 10 days
No need to change software or migrate case files.
You tell us how you work
Services, deadlines, documents per procedure and who handles what.
We set up Orbi
It answers with your real information and in your tone.
We connect it to your WhatsApp
The same number your clients already use.
How much an advisory firm chatbot costs
Prices exclude VAT. Unlimited messages and AI tokens in both packs. You can see the full Orbi comparison with the details of each plan.
Orbi Start
€350 setup. Or €1,000/year.
- 24/7 WhatsApp replies with AI
- Appointment and booking calendar
- Unlimited messages and tokens
- Initial setup included
- No lock-in on individual services
Orbi Plus
€600 setup. Or €1,500/year.
- Everything in Start
- Automatic reminders
- Waiting list and reactivation
- Industry customisation
- Priority support
Frequently asked questions about the advisory firm chatbot
Do I need to change my WhatsApp number?
No. Orbi works on the number you already use with your clients.
Does it give tax or employment advice?
No, and that’s deliberate. Orbi handles the operational side: documents, deadlines and appointments. Professional judgement comes from you.
What about client data?
Only the details needed for the enquiry or appointment are collected. No sensitive documents over WhatsApp.
Is there a message limit?
No. Messages and AI tokens are unlimited in both packs. We don’t charge for usage.
Is there a minimum term?
No. You can cancel any month with 15 days’ notice, with no penalties.
How long does it take to set up?
Between 5 and 10 days from when we have your information.
WhatsApp chatbot for advisory and accounting firms in Barcelona
Orbi answers your clients’ enquiries on WhatsApp and leaves them organized for your team. We set it up for your business and support you through the launch.
An agency based in Barcelona
We are DGTALIT, a digital agency based in Barcelona and Santa Coloma de Gramenet. Every project has an assigned developer and access to a private client portal. Average rating of 4.8★ on Google (47 reviews).
Try it before you decide
There is an interactive Orbi demo: type like one of your customers would and see how it replies.
Try the demo for advisory firmsDo you also want more clients coming in? The WhatsApp assistant is one piece of the DGTALIT Sales System, which also brings in visitors and keeps every contact in your portal.
See the systemTry the advisory firm chatbot with your procedures
Fifteen minutes, no commitment. You’ll see the accounting firm AI answering what your team answers ten times a day.
We also do custom web development, SEO for businesses and local SEO. Discover Orbi in full.